Kevin Chen is currently Chief Economist and CIO of Horizon Financial.  Board member of CurrenC Group (listed on Nasdaq), Australian Oilseeds Investments (listed on Nasdaq), Scage Future (EV truck company listed on Nasdaq), Capitan Investment Ltd. (listed on Toronto Stock Exchange).  Former board member of Infint Acquisition Corporation (listed on the NYSE).  Adjunct Associate Professor, New York University.  A guest speaker at Harvard University, Fordham University, Pace University, and IESE Business School.  Former member of the Adjunct Advisory Committee and former Interim Head of the Private Sector Concentration program of Ms. Global Affairs, New York University.  Member of the Economic Club of New York.  Life Member of the Council on Foreign Relations.  Fellow of the Foreign Policy Association.   Member of the Bretton Woods Committee.  Member of the Economic Club of Miami.  Editorial Advisory Board Member of the Global Commodity Applied Research Digest (GCARD) at JP Morgan Center for Commodities (JPMCC) at the University of Colorado Denver Business School.  Co-Chair of the New York Finance Forum.   

He was Senior Portfolio Manager, Credit Agricole/Amundi Asset Management from Aug. 2008  to Oc. 2011.  Director of Asset Allocation at Morgan Stanley August 2004 to August 2008.  Manager at China Development Bank, September 1998 to August 2000.  PhD in Finance from the Financial Asset Management Engineering Center at University of Lausanne, Switzerland at October 2004. 

 Abstract

Will review the major economic changes in 2025 and provide an outlook for 2026.  Will cover monetary policy, fiscal policy and trade policy updates.  Will also discuss strategic asset allocation for 2026.  Secular trends in FinTech, biotech, and other major hotspots for the next few years will be discussed as well.

Wendy Chen, a Senior Financial Advisor and Sr. Portfolio Advisor who’s been working at Global Wealth and Investment management (GWIM) division of Merrill Lynch/ Bank of America for over a decade. She strives to understand client’s goals/investing objectives and risk tolerance in order to provide strategies to achieves goals while mitigating risks during the process. She has earned an MBA in Finance and an Master in Biology from Univ. of North Carolina. Outside of work, she enjoys ballet dancing, Chinese calligraphy, and volunteering at nonprofit organization.

Xiaomin Tong works at Cathay Bank for years. She is AVP/Branch manager. She is fluent in English, Mandarin, and Cantonese. Xiaomin Tong also contributes her time and energy to do volunteer jobs in DFW Asian community.

Tracy Li is a highly accomplished and results-driven commercial real estate professional with more than a decade of experience in the investment, sale, leasing, and development of industrial, office, and retail properties across the Dallas–Fort Worth metroplex.

Her career includes key roles with leading national firms, such as SVN International, where she specialized in industrial properties, and Sperry Commercial, where she focused on retail. Tracy is a licensed commercial real estate agent in Texas and holds the prestigious Certified Commercial Investment Member (CCIM) designation. She is also an associate member of the Society of Industrial and Office Realtors (SIOR), a globally recognized standard of excellence in the industry. Tracy brings a unique and multifaceted perspective to every transaction, shaped by her background in corporate accounting at JPMorgan Chase and her entrepreneurial experience in furniture wholesale and multi-location retail operations.In addition to her professional accomplishments, Tracy is a passionate leader and advocate for the commercial real estate community. She currently serves as:

• International Activities Chair, North Texas CCIM Chapter (2023–2025)

• President, Dallas U.S. Chinese Chamber of Commerce (2025–2026)

• National Commercial Chair, Asian Real Estate Association of America (AREAA), 2024

• Past President, AREAA Dallas Chapter (2021–2022)

Tracy Li’s reputation for excellence, collaboration, and leadership makes her a trusted advisor and an influential figure in the industry—consistently driving innovation, growth, and opportunity for her clients, colleagues, and the broader business community.

Cecilia Hampton, the founder of Hampton International Realty has almost 21 years of experience in Real Estate. She has worked with developers, builders, and worldwide real estate franchise Century 21 in China. Now she is a real estate developer, and part of the world’s largest real estate agency Keller Williams. 

After Cecilia relocated to

Dallas, TX, she has been helping hundreds of individual investors and institutional clients to invest in Residential, Land, and Commercial Real Estate. Hampton International Realty Group with Keller Williams Realty has 4 full time active TX RE licensees, who are fluently in English, Mandarin, Cantonese, Portuguese, Spanish, Hindi and Gujarat. Major working area is in DFW (Dallas- Fort Worth), TX. Hampton International Realty Group always has been the one of the Top 3 group in Keller Williams Allen market center, which has hundreds of agents. We have completed more than $800 Million in transactions since 2013. Cecilia has also been working on developments > $ 400 Million. Hampton International Realty Group focus on Commercial

After several internships with several planning organizations, Ms. Day has been with the City of Plano since 1998. After having been in the roles of Planner, Senior Planner, Community Services Manager and Development Review Manager, she became the City’s Director of Planning in 2014. In this role, Ms. Day helps guide and facilitate the short, medium, and long-term direction of this exciting North Texas City that is a model in suburban city form. Ms. Day received a Bachelor of Science in Political Science at Oklahoma State University, and a Masters of Regional and City Planning at the University of Oklahoma.

Emily Liu is a nationally recognized leader in urban planning with nearly 30 years of experience spanning Texas, Kentucky, Illinois, and Ohio.  She currently serves as the Director of the Planning and Development Department for the City of Dallas.  Prior to this role, Ms. Liu spent over a decade as the Planning Director for Louisville Metro Government in Kentucky.

Ms. Liu has extensive expertise in urban planning and development, encompassing long-range planning, zoning, development review, transportation, housing, urban design, and historic preservation.  Notably, she played a key role in leading Louisville’s acclaimed zoning reform initiative, which has been recognized as a model for other cities.

Beyond the local impact of her work, Ms. Liu is deeply involved at the national level in public policies and leadership roles within her profession.  In 2022, she received the planning field’s highest honor, becoming the first woman in Kentucky inducted into the College of Fellows of the American Institute of Certified Planners.  Most recently, she was elected to the Board of Directors of the American Planning Association.

Dylan Zheng is the Assistant Director of Investments at Kansas State University Foundation, which oversees the University’s $1 billion endowment portfolio. His coverage includes. His responsibilities include generating investment Private Equity, Venture Capital, Hedge Funds, Real Estate, and Public Equity ideas, manager selection and due diligence, risk and liquidity management, and asset allocation. Prior, he was second investment staff at the State of Hawaii EUTF pension overseeing the $9 billion portfolio where he held similar responsibilities covering alternative investments on behalf of employees and retirees. Dylan earning a BBA at the University of Hawaii. Outside of work, he enjoys indoor rock climbing. 

Anjali Besley Major Markets, Community Relations, Business Integration Executive.

Anjali Besley is the Major Markets, Business Integration and Community Relations Executive for Bank of America in the Local Markets Organization (LMO). Anjali directly leads the company’s Major Markets where she works with the Market Executives, Market Sponsors, and Presidents of the local markets to deliver Business Integration and Market Share Growth. She works closely with the Presidents and line of business executives to deliver the resources of the company to customers and clients. Anjali oversees the Enterprise Relationship Specialist and Community Relations Manager teams with a focus on winning in the local markets by accelerating market share growth through partnerships and providing the highest value and support to our local communities.

Prior to this role, Anjali was the Chief Procurement Officer for Bank of America in Global Strategy and Enterprise Platforms (GSEP). Anjali was responsible for third party contract sourcing, vendor management, global purchasing, accounts payable and the overall management of the Enterprise Third Party Program. She also led the Enterprise Independent Testing (EIT) organization in Global Risk Management. EIT is a global testing center of excellence and an enterprise utility focused on providing testing services across Bank of America to validate compliance with laws, rules and regulations, policy and process adherence, and controls performance across the first and second lines of defense. 

Anjali joined Bank of America in 1989 as a Financial Center Manager in Miami, Florida. During her 36-year tenure, she has held several leadership roles, including Consumer Bank Business Controls Executive, Consumer Bank Financial Center Operations Executive, Southeast Division Executive, Group Banking Executive, Regional Business Support executive, Capacity Management executive and Consumer Market Executive. 

She serves as the executive market sponsor for Florida’s Treasure Coast. Anjali is a current member of the Bank’s Global Opportunity & Inclusion Council (GOIC) and a member of the Asian Leader Network and LEAD. 

Stand Out & Step Up: Mastering Career Growth and Interview Skills

Sara He is a Senior Engagement Manager at Amazon AWS Professional Services Organization, where she leads innovative solutions for clients in their cloud modernization journey. Her professional career spans leadership roles at industry leaders including JP Morgan Chase, CBRE, Ernst & Young and Capgemini, where she has successfully led global teams in delivering high-impact digital transformations.

With over 20 years of experience in Fortune 500 technology, financial services, commercial real estate, and big four consulting firms, Sara has established herself as a distinguished leader specializing in Software Development Life Cycle, Agile methodologies, product management, infrastructure modernization, Site Reliability Engineering (SRE), and cloud transformation.

Passionate about developing the next generation of technology leaders, Sara actively mentors young professionals both within her organization and throughout the community. She is a frequent speaker at technology conferences, presenting Agile product transformation, AWS certification pathways, and career development insights at JPMorgan Chase's DevUp Conference and other professional venues.

Sara holds an MBA from Texas A&M University and maintains seven active AWS cloud, Project Management, and Agile certifications.

Mathangi is currently a Director of Software an engineering at BECU. She is responsible for delivering innovative technology solutions to the Member and Digital experience organization at BECU. 

She is an Experienced engineering leader with a technical background, and passion for developing people, driving engineering excellence, and scaling teams in an agile environment. Over 18+ years of industry experience, mostly in the financial sector with a proven track record of taking up challenging opportunities, and building and managing high-performing engineering teams in a fast-paced, high-impact, and high-growth environment.  Understanding the importance of education and wanting to give back to others what was given to her, she actively pays it forward having acted as a tutor, coach and mentor. 

Robert Ibe is a veteran technology executive with nearly four decades of experience at the forefront of engineering systems, IT strategy, and digital innovation in the power electronics manufacturing industry. Currently serving as the Chief Information Officer at OmniOn Power Inc., Robert is responsible for leading enterprise-wide technology strategy, digital transformation, and IT operations to support the company’s mission of delivering highly reliable, energy-efficient power conversion solutions.

Prior to OmniOn Power, Robert served as CIO of the Power Conversion Division at ABB, where he led pre and post-acquisition initiatives to establish global IT infrastructure, systems  and services to run what is now OmniOn Power as a stand-alone company. 

Earlier in his career, Robert held progressively senior roles at GE where he led multi-year business transformation programs focused on modernizing PLM, CAD, and CAE tools, laying the groundwork for model-based design and digital thread strategies critical to industrial product development and manufacturing.

His technical journey began at AT&T Bell Laboratories, followed by leadership roles at Lucent Technologies, Tyco Electronics, and Lineage Power, where he managed enterprise infrastructure and engineering operations.

Robert brings a visionary yet pragmatic approach to technology leadership, with a proven track record of delivering scalable solutions in complex, global environments.

Early in his career Daniel found his feet in leardership roles progressing quickly to management. He has successfully overseen fit out projects throughtout Australia which lead to him establishing Finch Kitchens and Joinery in 2004 as a 25 years old.  Daniel continued to further his formal education and business management skills to relaunch a Finch Projects in 2013.  Daniel boast an impressive 20 years industry experience as well as qualification including Certifcates IV in Frontline Management, Trade Certifcate in Cabinet Making and Certifcate II in Emergency Medical Service.  Daniel has enormous respect for customer service and has the belief that there is no great compliment than a recommendation from a client.

Sylvia Huang is the Senior Manager of Cybersecurity Analytics at Toyota Motor North America. She leads the strategy, operations, and financial management of the company’s cybersecurity logging and analytics platforms, including architecture, data integration, and SIEM (Security Information and Event Management) solutions that support security operations across TMNA and global Toyota affiliates. She is dedicated to leveraging emerging technologies to build modern, scalable, and intelligent monitoring and detection capabilities for Toyota.

Sylvia earned her Ph.D. in Integrated Systems Engineering with a focus on Operations Research from Ohio State University. She launched her career in data science, progressing into leadership roles across healthcare, insurance, and finance. Her passion for innovation, strategic thinking, and lifelong learning steered her toward cybersecurity

Dr. Yi Zhao has a distinguished career that bridges both academia and industry. He was the pioneering force behind Futurewei Technologies, a Huawei subsidiary in the U.S., starting as its first employee and growing it into a nationwide entity with over 1,000 employees across 14 locations. His expertise spans corporate operations, research, standards, industry development, sales, marketing, intellectual property, and public and industry relations. Before Futurewei,  Dr. Zhao gained experience at prestigious institutions like Shanghai Jiaotong University and the University of Texas at Dallas, as well as major corporations such as Hewlett Packard and Ericsson.

Dr. Zhao’s influence extends to various ICT industry boards, including ATIS, IPsphere, Open Patent Alliance, INCITS, and the U.S. IEC National Committee. He is a sought-after speaker, sharing his insights globally. In 2008, he received the Distinguished Alumni Award from the University of Texas at Dallas, the highest honor recognizing individuals distinguished in their profession or life’s work who demonstrate pride in the University.

Tengran has over 15 years of experience across consulting, technology, and leadership roles at Deloitte, IBM, Infosys, and Accenture. As the founding partner of OneCareer, a career development company supporting international students and early-career professionals in navigating the U.S. job market, he has guided thousands of students to offers from top global companies since 2015.

Beyond his work in the private sector, Tengran has served as Vice President of the Chinese Institute of Engineers (CIE-USA), leading professional and community initiatives, and is a lead volunteer at the Organization of Chinese Career (OOCC), where he contributes to programs empowering international talent.

He is deeply passionate about mentorship, cross-cultural career growth, and building practical pathways for global professionals to thrive.

Chen Jing is a seasoned executive with over 15 years of experience in design leadership, branding, and career development. As the CEO and Founder of the Organization of Chinese Career (OOCC), Chen leads initiatives that empower global talent communities through mentorship, professional growth, and meaningful career opportunities.

Prior to founding OOCC, Chen served as Principal Design Director at Citi, where they championed user-centered design strategies and elevated brand impact across digital platforms. Earlier in their career, they held the role of Branding Manager at Publicis Groupe, contributing to high-impact marketing campaigns for leading global brands.

Chen's core strengths include executive leadership, strategic planning, branding, and building inclusive, innovation-driven teams. Their work is deeply aligned with OOCC's mission to bridge cultures, expand access, and unlock potential in the global workforce.

Hannah Zhang is the Co-Founder and Senior Partner at Chartered Consulting, an IRS-certified CPA firm specializing in tax, accounting, and payroll services. She brings over a decade of hands-on experience in financial operations, payroll compliance, and strategic advisory.

Hannah leads the firm’s payroll accounting division, delivering accurate, timely, and scalable solutions for businesses across the U.S. and internationally. She has overseen services for 300+ clients across industries such as technology, e-commerce, healthcare, and nonprofit organizations.

Her expertise lies in optimizing payroll systems, navigating complex regulatory environments, and helping clients align financial processes with long-term business growth. As Senior Partner, she also plays a critical role in client relationship management, internal operations, and firm-wide strategy.

Known for her analytical precision and client-focused approach, Hannah is committed to delivering exceptional service and building lasting partnerships with every organization Chartered Consulting supports.

Amanda, V.P. of Talenteer USA, specializes in Business Development and Talent Acquisition, leading initiatives to connect emerging talent with real-world opportunities.

Talenteer USA is a Dallas-based software development company dedicated to turning innovative ideas into impactful digital solutions. We specialize in web and mobile app development and AI-driven technologies, serving Fortune 500 clients and diverse companies across industries — including technology, financial services, and e-commerce sectors such as Apple, Mastercard, Visa, and Walmart. Our team is made up of passionate, creative individuals who love solving complex problems through technology and are committed to delivering solutions that make a real-world impact.

We’re seeking passionate, driven, and curious individuals who are eager to grow in a fast-paced, hands-on environment. Whether you’re an aspiring Software Engineer excited to build real-world products using HTML, CSS, and JavaScript, or you specialize in Marketing or Sales and want to shape our digital presence while connecting with clients, Talenteer USA offers a collaborative space to learn, create, and make an impact. 

We’re actively hiring for the following roles:

1. Sales Associate – Build client relationships and drive business growth.

2. Sales Intern – Learn hands-on marketing and client engagement strategies.

3. Software Developer – Create responsive, scalable web solutions using modern frameworks.

At Talenteer USA, we believe in developing future leaders through experience and mentorship. As part of our internship program, you’ll gain:

• Hands-on project experience in a professional environment

• Direct mentorship from industry professionals in engineering and marketing

• Access to modern tools and platforms like BambooHR, Coderbyte, and Codility

• Opportunities to collaborate on diverse, high-impact projects

• A chance to build your network and connect with professionals across industries

• Potential for full-time employment based on performance

• OPT sponsorship and official internship certificates upon completion

• Networking opportunities — and potential for full-time employment

Join us — and be part of a team that’s not just building software, but shaping the future of technology and innovation.